Lessons learned from experience Given the rapid development of legal technology in recent years, it can be difficult to keep up with what's available and what's suitable for use within the legal profession. Balancing different services—and ensuring minimal overlap—is also crucial to ensuring your purchasing decisions give the most value to your business. Date: Tuesday, March 20, 2018 Time: 11 a.m. PT | 2 p.m. ET Join Joshua Lenon, Clio’s Lawyer in Residence, as he shares how to evaluate and plan a comprehensive legal technology approach for your practice. In this 1-hour session, you'll learn about: - Ethical and business considerations to take into account. - Resources for vetting legal technology services. - Lessons learned from Clio's experience working with law firms, bar associations, and courts over the last 10 years.

1. A Clio Webinar
Evaluating
Legal Technology
for Your Law Firm

2. Joshua Lenon
• Lawyer in Residence
at Clio
• Attorney Admitted
in New York
• @JoshuaLenon
#ClioWeb

3. Agenda
• Business and ethical considerations for legal
technology
• Resources for vetting legal technology
• Lessons from Clio’s first 10 years
• Questions
#ClioWeb

4. Business & Ethical
Considerations
For Legal Technology
#ClioWeb

5. Business Considerations
#ClioWeb

6. Business Considerations
• 40 fundamental
“elements of value.”
1. table stakes,
2. functional,
3. ease of doing
business,
4. individual, and
5. inspirational.
#ClioWebSource: HBR.org “The B2B Elements of Value”

7. #ClioWebSource: HBR.org “The B2B Elements of Value”

8. Table Stakes
• Meeting specifications
• Acceptable price
• Regulatory compliance
• Ethical standards
#ClioWeb

9. Functional Value
Economic
• Improved top line
• Cost Reduction
Performance
• Product quality
• Scalability
• Innovation
#ClioWeb

10. Ease of Doing Business
Productivity
• Time savings
• Reduced effort
• Decreased hassles
• Information
• Transparency
Operational
• Organization
• Simplification
• Connection
• Integration
#ClioWeb

11. Ease of Doing Business
Access
• Availability
• Variety
• Configurability
Relationship
• Responsiveness
• Expertise
• Commitment
• Stability
• Cultural fit
#ClioWeb

12. Ease of Doing Business
Strategic
• Risk reduction
• Reach
• Flexibility
• Component quality
#ClioWeb

13. Individual Value
Career
• Network expansion
• Marketability
• Reputational assurance
Personal
• Design & aesthetics
• Growth & development
• Reduced anxiety
• Fun & perks
#ClioWeb

14. Inspirational Value
Purpose
• Vision
• Hope
• Social responsibility
#ClioWeb

15. #ClioWebSource: HBR.org “The B2B Elements of Value”

16. Ethical Considerations
#ClioWeb

17. Rule 1.6: Confidentiality Of
Information
(a) A lawyer shall not reveal information relating to the
representation of a client, including information protected by
the attorney-client privilege under applicable law, unless the
client gives informed consent, the disclosure is impliedly
authorized in order to carry out the representation,,…
(c) A lawyer shall make reasonable efforts to prevent the
inadvertent or unauthorized disclosure of, or unauthorized
access to, information relating to the representation of a
client.

18. Acting Competently to Preserve
Confidentiality
[18] …The unauthorized access to, or the inadvertent
or unauthorized disclosure of, information relating to
the representation of a client does not constitute a
violation of division (c) if the lawyer has made
reasonable efforts to prevent the access or
disclosure.

19. Acting Competently to Preserve
Confidentiality
[18] Factors to be considered in determining the reasonableness of
the lawyer’s efforts include, but are not limited to,
• the sensitivity of the information,
• the likelihood of disclosure if additional safeguards are not
employed,
• the cost of employing additional safeguards,
• the difficulty of implementing the safeguards, and
• the extent to which the safeguards adversely affect the lawyer’s
ability to represent clients (e.g., by making a device or important
piece of software excessively difficult to use)

20. Acting Competently to Preserve
Confidentiality
[19] When transmitting a communication that
includes information relating to the representation of
a client, the lawyer must take reasonable
precautions to prevent the information from
coming into the hands of unintended recipients. This
duty, however, does not require that the lawyer use
special security measures if the method of
communication affords a reasonable expectation
of privacy.

21. Rule 5.3: Responsibilities Regarding
Nonlawyer Assistants
With respect to a nonlawyer employed or retained by or
associated with a lawyer:
(c) a lawyer shall be responsible for conduct of such a person
that would be a violation of the Ohio Rules of Professional
Conduct if engaged in by a lawyer if:
(1) the lawyer orders or, with the knowledge of the specific conduct,
ratifies the conduct involved; or
(2) the lawyer is a partner or has comparable managerial authority in
the law firm in which the person is employed, or has direct supervisory
authority over the person, and knows of the conduct at a time when its
consequences can be avoided or mitigated but fails to take reasonable
remedial action.

22. Nonlawyers Outside the Firm
[3] A lawyer may use nonlawyers outside the firm to
assist the lawyer in rendering legal services to the client.
Examples include …, and using an Internet-based service
to store client information.
When using such services outside the firm, a lawyer must
make reasonable efforts to ensure that the services are
provided in a manner that is compatible with the
lawyer’s professional obligations.

23. Nonlawyers Outside the Firm
[3]…The extent of this obligation will depend upon the
circumstances, including
• the education, experience and reputation of the nonlawyer;
• the nature of the services involved;
• the terms of any arrangements concerning the protection
of client information; and
• the legal and ethical environments of the jurisdictions in
which the services will be performed, particularly with
regard to confidentiality.

24. Rule 1.1: Competence
[8] To maintain the requisite knowledge and skill, a
lawyer should keep abreast of changes in the law and
its practice, including the benefits and risks
associated with relevant technology, engage in
continuing study and education and comply with all
continuing legal education requirements to which
the lawyer is subject

25. Clio’s Business & Ethical
Considerations
#ClioWeb

26. Clio’s Table Stakes
• Cloud-based with
mobile apps
• $39-99 per month
• ToS §5.4: ‘best
practices’
• ToS §§4, 6:
Confidentiality
#ClioWeb

27. Clio’s Functional Value
Clio invented cloud-based practice
management (innovation) that lets law
firms of all sizes (scalability) leverage
user-centric software (product quality).
#ClioWeb

28. Clio’s (Continuing) Functional Value
Product Quality
• Over 600 hours of customer
interviews
• Over 60 days spent on site at law
firms
• Over 3,000 customer surveys
reviewed
• Over 1,200 sales requests reviewed
• Over 25 staff days at Clio Con
#ClioWeb

29. Clio’s Functional Value
Economic
• Clio helps law firms get
paid 33% faster
(improved top line).
• Clio Boutique & Elite
plans come with built-in
credit card invoice and
trust request payment
processing
#ClioWeb

30. Ease of Doing Business
Productivity
• Clio saves the average customer 1-2 hours per day
in administrative, non-billable work (time savings)
• Clio manages servers with unlimited storage, so you
don’t have to (decreased hassles).
• Clio makes billing easy for law firms (reduced
effort).
#ClioWeb

31. Where Do You Spend Your Time?
Business development
Office
administration
16%
15%
11%
6%
Collections
Configuring
technology
Generating and
sending bills
Licensing and
continuing education
16%
33%
Administrative tasks48%
#ClioWeb

32. Clio’s Ease of Doing Business Value
Access
• Clio is available anywhere you have an internet
connection (availability).
Relationship
• Clio’s SLA promises 99.9% uptime (stability).
#ClioWeb

33. Clio’s Ease of Doing Business Value
Relationship
• Clio’s free support is
available 17 hours
every weekday
(responsiveness)
#ClioWeb

34. Clio’s Ease of Doing Business
Operational
• Clio centralizes all of a
law firm’s files for easy
management (organizes).
• Clio’s library of 80+
integrations syncs the
apps you use the most
(integration).
#ClioWeb

35. Outlook Plugin
#ClioWeb

36. Clio’s Individual Value
Personal
• Clio helps lawyers focus
on building their best
firm (growth).
#ClioWeb

37. Clio’s Individual Value
Career
• Clio’s annual Reismans
awards recognizes law
firms that excel in legal
innovation, growth, and
community
participation
(marketability).
#ClioWeb

38. Clio’s Inspiration Value
#ClioWeb

39. Resources For Vetting
Legal Technology
#ClioWeb

40. Bar Associations
Clio works with over 50
bar associations in the
U.S., Canada, & UK to
provide clear information
on our software.
#ClioWeb

41. Legal-Specific Publishers
#ClioWeb

42. Legal-Specific Publishers
#ClioWeb

43. Software Comparison Websites
#ClioWeb
• Capterra
• G2 Crowd
• GetApp

44. Surveys
#ClioWeb

45. Legal Technology Consultants
Legal technology
consultants can help you
choose both hardware
and software that is right
for your firm.
#ClioWeb

46. Clio’s App Directory
#ClioWeb

47. Lessons From Clio’s
First 10 Years
#ClioWeb

48. #ClioWeb

49. Staff Value Software Differently
Admins
• Features – 87%
• Ease of Use – 85%
• Cloud Benefits – 76%
• Support – 69%
• Price – 68%
• Integrations – 62%
• Mobile App – 62%
• Data Migration – 33%
• Sales Rep – 31%
• Bar Member Benefit – 22%
Users
• Ease of Use – 67%
• Features – 65%
• Cloud Benefits – 62%
• Support – 58%
• Integrations – 56%
• Price – 54%
• Data Migration – 42%
• Mobile App – 42%
• Sales Rep – 28%
• Bar Member Benefit – 16%

50. Bring staff and other users into your
software selection process early.
#ClioWeb

51. Longevity Starts at Day 1
0
50
100
150
200
250
300
350
Less than 1 year 2-5 years 6-10 years 11-15 years 16-20 years 21-25 years More than 26
years
Clio Lawyers’ Years in Practice
#ClioWeb

52. Pick software that lasts or
exports to open formats.
#ClioWeb

53. Migrations Matter
Only 25% of Clio customers start with no data.
Look for software that imports & migrates
your data.
#ClioWeb

54. Point in Time Training
• In-app chat for quick
answers
• Redundant language in
our Knowledge Center
• Google-indexed for fast
searching
#ClioWeb

55. Transparency Matters
#ClioWeb
App.clio.com/security

56. Transparency Matters
#ClioWeb
Status.clio.com

57. #ClioWeb

58. Questions
#ClioWeb

59. Thank You
Joshua Lenon
joshua@clio.com
@JoshuaLenon
Linkedin.com/in/joshualenon
1-888-858-2546
Cassandra Keddis
support@clio.com
Linkedin.com/in/cassandra-
keddis